1. John Entrepreneur President and CEO Mississippi Angel Network
ABC Company
John Entrepreneur
President and CEO
Mississippi Angel Network
The hook: Instead of starting with “Hello, my name is ___ and I’m with ____”, start with a good hook. Do the hook on this slide where there are no distractions and the audience can connect to “the problem” while looking and listening only to you.
Overall 4/6 rule: You get 4 bullets with 6 words or 6 bullets with 4 words. No more. The words on the page should be reinforcements for the words that you are saying but don’t have text for the audience to read. They need to be listening to you and looking at the PowerPoint and seeing keywords from what you’re saying. “We’ve got a proprietary solution that for the first time solves the problem of X, and does so at a reduced cost.” With the PowerPoint saying “Proprietary solution, Solves X problem, Lower cost”.
Start with a “hook”: “I’m sure all of you have experienced the frustration of not being able to talk to a person when you call helpline for assistance. Even worse, is when you do reach someone, but they … … As a result of our proprietary new product, this problem will no longer exist…”

2. Company Overview
Provide a descriptive but succinct statement about your business
You’re going to need to:
Tell them what you’re going to tell them (this slide)
Then tell them (middle slides)
Then tell them what you told them (Summary slide)

3. Problem Identified to be Solved
Opportunity identified
Market trends leading to opportunity

4. Your Product or Technology
Describe Product/Technology
Attributes/Features/Qualities
Benefits to end user/Uniqueness
Stage of Development
Feasibility Analysis/Prototype/Test/Production
Pre-Revenue, Revenue Producing, Rapid Growth Stage
Intellectual Property Position
Source of Technology
Third Party Substantiation/Credibility

5. Market Analysis Forecast Market Market % targeted Total Size
Chart: Market or Niche $/Year next 5 years
Global or Niche market?
Market % targeted
The market % targeted on this slide is not to be confused with the “Go to Market” strategy discussed on the next slide. You should not be forecasting based on getting X% of the market. You’ll have a specific discussion in the next few slides of how your forecast is built based on good market segmentation and a go-to-market strategy. This market % is simply to show that you’re not forecasting that 98% of people will buy your product or service. Instead you would like to show that, even with your tremendously big and profitable forecast, you’re only hitting 2% of the market.

6. Go To Market Strategy List current or potential customers
Describe your strategy for acquiring new customers and keeping existing ones
What are your channels to market?
Sales & Distribution Strategy
Direct sales, VARs, Distributors, etc.
Strategic Marketing Partnerships
This is where your market segmentation and prioritization really shows. Focus the discussion on the near-term customers and why you chose them versus others. If the near-term customers aren’t as lucrative or big, outline how your plans get you to the those customers.

7. Competitive Differentiation
Chart Preferred:
Who are your competitors?
What is their respective market share?
What is your competitive advantage?
Patent protection? Other barriers to entry?
How will you maintain this advantage?

8. Business or Revenue Model
Product sales? License model? Other?
Show revenue and profit growth forecasts for next 5 years (A graph is best)
If you do a graph of financials here and on slide 10, the difference would be that the graph here will tie the financial forecast to the go-to-market strategy or revenue model very closely. For example, if you have revenues from up-front fees, annual renewals, and add-ons, the revenue forecast graph showing the breakdown of those 3 would be here, while only the total revenue would be shown on slide 10.

9. Management Team CEO CFO VP Sales/Marketing Chief Technologist
15 years sales with IBM, etc.
CFO
VP Sales/Marketing
Chief Technologist
Board of Directors &/or Advisory Board

10. Financial Forecast Information included: Total 5 years Gross Revenues
Volumes by unit
EBIDTA
Net Profit
Total 5 years
Both historical actuals (if available) and pro forma
Limit historical to a maximum of 2 years.
Graphs are best for financials. Make sure that these numbers are consistent with your go-to-market strategy and not based on “X% of the market.”

11. Capital Requirements Prior funding rounds (if applicable)
Specific amount of needed capital
Overview uses and any stages
Follow-on Investment Strategies
Liquidity Strategy
Be realistic and give timetable
If acquisition is the exit strategy, list like-companies that have been acquired, by whom and at what price
Be as specific as possible regarding liquidity.
Who will acquire you? Why will they acquire you?
-For your customer list?
-For your technology?
-Other reasons?
-At what size? Based on your forecasts, when will that be?

12. Summary Sell Management Team Emphasize Competitive Advantages
Re-state Market Potential
Re-state Financial Opportunity
The key word that summarizes each of your key slides

13. Presentation Tips:
Use 4x6 or 6x4 Rule: 4 bullets with 6 words each or 6 bullets with 4 words each
Start with a hook
End with bulleted summary, include call to action
Use graphics where you can replace words (but don’t get crazy)
Use Presenter Mode in Powerpoint
Don’t give handouts prior to pitching